BaşlayınÜcretsiz Başlayın

Industry attribution

In this exercise, you're going to calculate the relative industry position of your portfolio, versus a benchmark. As a portfolio manager you need to understand your portfolio's underweight and overweight positions (or "industry bets"), as they are a large driver of performance, as well as a potential source of risk.

The DataFrame portfolio_data is available, containing details about the industry classification, obtained from the Global Industry Classification System or "GICS", of your portfolio holdings, as well as your portfolio weights and the benchmark weights.

Bu egzersiz

Introduction to Portfolio Analysis in Python

kursunun bir parçasıdır
Kursu Görüntüle

Uygulamalı interaktif egzersiz

Bu örnek kodu tamamlayarak bu egzersizi bitirin.

# Print the sum of the bm and pf weights
print (portfolio_data.____.____())
print (portfolio_data.____.____())
Kodu Düzenle ve Çalıştır